Find A Portfolio/Ticker
Comparison Box
ERX: Direxion Daily Energy Bull 2X Shares (ETF)
Basic Info 66.79 2.16(3.13%) May 01
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (98%) |
Start Date: | 11/19/2008 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 3.06% |
Expenses | 0.93% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -8.6 | 19.0 | 15.3 | 42.6 | -19.6 | -23.0 | -7.6 | -9.0 | -12.8 | 130.6 | 111.9 | -91.6 | 17.1 | -55.9 | -11.6 | 70.3 | -61.3 | -32.7 | 85.4 | 3.5 | -19.8 | 48.9 | 14.5 | -4.9 |
Sharpe Ratio | NA | 3.82 | 0.6 | 0.88 | -0.22 | -0.3 | NA | -0.12 | -0.37 | 1.83 | 1.88 | -0.56 | 0.27 | -0.85 | -0.31 | 0.96 | -0.82 | -0.59 | 1.97 | 0.06 | -0.21 | 0.72 | 0.15 | -0.15 |
Draw Down(%) | NA | 14.4 | 27.2 | 46.9 | 97.3 | 99.5 | NA | 99.5 | 34.0 | 46.9 | 33.9 | 96.7 | 48.3 | 70.4 | 47.7 | 39.0 | 67.3 | 64.6 | 20.9 | 46.3 | 69.5 | 51.9 | 63.6 | 40.1 |
Standard Deviation(%) | NA | 30.3 | 38.2 | 56.7 | 90.1 | 78.2 | NA | 78.6 | 46.0 | 71.2 | 59.6 | 164.0 | 57.6 | 67.6 | 40.2 | 73.2 | 74.8 | 55.9 | 43.4 | 53.2 | 93.0 | 67.5 | 98.7 | 236.1 |
Treynor Ratio | NA | 2.67 | 0.25 | 0.36 | -0.08 | -0.09 | NA | -0.03 | -0.13 | 1.01 | 0.54 | -0.29 | 0.05 | -0.2 | -0.05 | 0.17 | -0.18 | -0.1 | 0.26 | 0.01 | -0.05 | 0.14 | 0.04 | -0.1 |
Alpha | NA | 0.28 | 0.03 | 0.18 | -0.06 | -0.12 | NA | -0.1 | -0.13 | 0.52 | 0.15 | -0.78 | -0.21 | -0.19 | -0.22 | 0.13 | -0.3 | -0.27 | -0.09 | -0.16 | 0.01 | 0.04 | -0.1 | -0.84 |
Beta | NA | 0.43 | 0.94 | 1.37 | 2.39 | 2.66 | NA | 2.98 | 1.34 | 1.29 | 2.08 | 3.14 | 3.17 | 2.91 | 2.56 | 4.01 | 3.47 | 3.33 | 3.27 | 3.65 | 3.62 | 3.47 | 3.23 | 3.51 |
RSquared | NA | 0.03 | 0.08 | 0.18 | 0.38 | 0.41 | NA | 0.55 | 0.15 | 0.19 | 0.21 | 0.56 | 0.47 | 0.55 | 0.18 | 0.51 | 0.52 | 0.48 | 0.71 | 0.77 | 0.85 | 0.86 | 0.81 | 0.78 |
Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 4.7 | 4.4 | 0.2 | 1.7 | 1.3 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 10.9 | 0.0 |
Dividend Growth(%) | N/A | -71.5 | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | 132.8 | 93.9 | -87.9 | -41.9 | 57.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -91.7 | 60850.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) 0.15% (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) 0.83% (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 5.37% (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) 2.41% (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) 1.75% (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) 2.07% (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) 0.37% (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) 1.04% (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) 1.43% (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 1.54% (77%)
Best ETFs
- ROM (ProShares Ultra Technology) 1.98% (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) 3.13% (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) 0.12% (97%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) 0.68% (94%)
- DIG (ProShares Ultra Oil & Gas) 3.11% (92%)
- RXL (ProShares Ultra Health Care) 0.31% (91%)
- UCC (ProShares Ultra Consumer Services) 1.51% (90%)
- URE (ProShares Ultra Real Estate) 0.33% (88%)
- UYM (ProShares Ultra Basic Materials) 0.49% (84%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) 0.41% (62%)